DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Stewardship Trust Advisors
Legal name Pilgrims Capital Advisors, Inc.
Latest filing Mar 20, 2026
First filing on the tape Oct 27, 2023 · 5 filings
SEC status approved since Nov 27, 2023
RAUM
$295M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
100%
$295M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$73.7M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$295M as of Mar 20, 2026
Feb 2, 2024$195M then
HNW client RAUM$143M as of Mar 20, 2026
Feb 2, 2024$115M then
State-registered IARs (5.B.3)4 as of Mar 20, 2026
Feb 2, 20244 then
Employees (5.A)7 as of Mar 20, 2026
Feb 2, 20246 then
Private funds: no history
RAUM +20% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $73.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 71derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $299,974derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$152M52%
- High-net-worth individuals$143M48%
- Individual clients
- 238reported
- HNW clients
- 47reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 983reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John William Wierenga | Grandville, Mi | Sep 14, 2010 | 33 y | 0 |
| Craig Allan AckermannCertified Financial Planner | Grandville, Mi | Jun 28, 2023 | 25 y | 4 |
| Jacob Benjamin Ekkens | Grandville, Mi | Jun 28, 2023 | 12 y | 1 |
| Todd William Ackermann | Grandville, Mi | Jun 28, 2023 | 36 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Todd William Ackermann from Stewardship Advisory Group, LLCJun 28, 2023 · RIA to RIA
- Craig Allan Ackermann from Stewardship Advisory Group, LLCJun 28, 2023 · RIA to RIA
- Jacob Benjamin Ekkens from Stewardship Advisory Group, LLCJun 28, 2023 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Stewardship Advisory Group, LLCJul 31, 2023 · Clermont, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- William Todd Ackermann · Vice President/Secretarycontrolsince 06/2023 · owns 50% to 75%
- William John Wierenga · President/Chief Compliance Officercontrolsince 01/2002 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grandville, Mi · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 987 to 983Mar 31, 2025 to Mar 20, 2026
- HNW clients · 42 to 47Mar 31, 2025 to Mar 20, 2026
- Individual clients · 210 to 238Mar 31, 2025 to Mar 20, 2026
- Discretionary RAUM · $220M to $268MMar 31, 2025 to Mar 20, 2026
- HNW RAUM · $130M to $143MMar 31, 2025 to Mar 20, 2026
- Individual RAUM · $115M to $152MMar 31, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $25.4M to $26.7MMar 31, 2025 to Mar 20, 2026
- RAUM · $245M to $295MMar 31, 2025 to Mar 20, 2026
- Accounts · 915 to 987Feb 2, 2024 to Mar 31, 2025
- Individual clients · 190 to 210Feb 2, 2024 to Mar 31, 2025
- Employees · 6 to 7Feb 2, 2024 to Mar 31, 2025
- Financial planning clients · 11-25 to 101-250Feb 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $194M to $220MFeb 2, 2024 to Mar 31, 2025
- HNW RAUM · $115M to $130MFeb 2, 2024 to Mar 31, 2025
- Individual RAUM · $80.1M to $115MFeb 2, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.7M to $25.4MFeb 2, 2024 to Mar 31, 2025
- RAUM · $195M to $245MFeb 2, 2024 to Mar 31, 2025
- Accounts · 225 to 915Oct 31, 2023 to Feb 2, 2024
- Individual clients · 183 to 190Oct 31, 2023 to Feb 2, 2024
- Discretionary RAUM · $175M to $194MOct 31, 2023 to Feb 2, 2024
- HNW RAUM · $122M to $115MOct 31, 2023 to Feb 2, 2024
- Individual RAUM · $73.5M to $80.1MOct 31, 2023 to Feb 2, 2024
- Non-discretionary RAUM · $20.7M to $1.7MOct 31, 2023 to Feb 2, 2024
- RAUM · $196M to $195MOct 31, 2023 to Feb 2, 2024
Signals
2 dated events
- Stewardship Trust Advisors filed its initial SEC registration (Form ADV)Oct 27, 2023 · First SEC registration · fact
- 3 advisors left Stewardship Advisory Group, LLC (Clermont, FL) for Stewardship Trust Advisors a day apartJul 31, 2023 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- stw.adv.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 616-878-4200reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $73.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026